The Law Offices of Lin & Wood

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1 The Law Offices of Lin & Wood Estate Planning Questionnaire How did you hear about us? Phone Book Yelp Craigslist Google Nolo Referral Other Primary: First Middle Last Aliases/Other s in Past 8 Years Home City State Zip Home Phone Cell Phone Date of Birth Social Security Number Employer/Business Spouse First Middle Last Aliases/Other s in Past 8 Years Home City State Zip Home Phone Cell Phone Date of Brith Social Security Number Employer/Business Objectives and Goals Please briefly discuss what you would like to accomplish as part of this process (asset protection, estate and gift tax planning, health care directive, etc):

2 Family Child 1: Child 2: Grandchild 1: Grandchild 2: Mother : Father: Sibling1: Sibling 2: 2 Estate Planning Questionnaire

3 Real Estate/Land Primary Residence Investment Property #1 Investment Property #2 Ownership of Businesses of Business How is business held? Sole Proprietorship Partnership Corporation LLC Other Business Assets/Value How should your ownership interest in business be distributed? Executors and/or Trustees of Executor/Trustee: of First Successor Executor/Trustee: of Second Successor Executor/Trustee: Did you want the same person administrating your will and trust? If different, please specify: 3 Estate Planning Questionnaire

4 Distribution of Assets How should real estate, if any, be distributed? All to spouse, children, or other distribution? How should the personal effects and other personal property be distributed? If specific gifts, please list below. Personal Property Please provide the beneficiary you want to receive the personal property listed below. If it is all going to the same person, you can indicate in the above paragraph. If you want different items going to different people, please list below. 1. Bank Accounts 2. Household Goods 3. Collectible assets: 4. Wearing Apparel/Clothes: 5. Jewelry/Furs 6. Firearms/Sports Equipment, hobby equipment: 7. Term or Whole Life Insurance: 8. Annuities: 9. Retirement accounts, 401k, IRAs: 10. Stocks, interests in businesses, bonds 11. Patents, Copyrights and Other Intellectual Property: 12. Automobiles: 1. Year Make Model Beneficiary 2. Year Make Model Beneficiary 13. Boats Motorcycles 14. Additional personal property not listed: 4 Estate Planning Questionnaire

5 If appointed beneficiaries predecease you, how do you want your property distributed? If appointed beneficiaries are minor children, how should bequests be held? If appointed beneficiaries are children, who do you want to appoint as the guardian of your children? (guardian) (successor guardian #1) (successor guardian #2) If appointed beneficiaries are children, when do you want bequests to be distributed? If available, please furnish a copy of your existing Wills (and any Codicils to these Wills) and any Trust Agreements of any trusts in which you may have an interest (as beneficiary, trustee, etc.). Thank you for completing this questionnaire Copyright: The Law Offices of Lin & Wood, All Rights Reserved 5 Estate Planning Questionnaire